Burling Wealth Partners’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Sell
25,744
-4,210
-14% -$344K 0.39% 66
2025
Q1
$2.97M Sell
29,954
-1,689
-5% -$168K 0.63% 50
2024
Q4
$3.18M Buy
+31,643
New +$3.18M 0.65% 41